📊Data Wizard

1. How to download payroll data or salary register?

To download a salary data or payroll data you first need to create a salary register first and then proceed to download it. Step for the same are given below.

A. Create Salary Register

B. Download Salary Register

A. How to create a salary register?

Step 1: Log into the cloud portal, go to the ‘Analytics’ and select the ‘Data Wizard’ submenu.

Step 2: To create a new salary register click on the ‘+’ icon, enter the ‘Setting Name’ and click on the ‘Add’ button. Select ‘Report Type’, click on the ‘Add Fields’ button and the ‘Data Wizard’ pop-up will open.

Step 3: Click on the various tabs such as category, master fields, earning fields, deduction fields, user-defined fields and separation fields to select the respective fields to be included in the salary register and click on the ‘Save’ button.

Step 4: Select the ‘Report Type’, ‘Employee Status’, ‘From Month Year’ and click on the ‘Save’ button. The salary register will be created accordingly.

Path Link : https://cloud.pockethrms.com/reports/Datawizard/Datawizard

Path: Cloud Portal > Analytics > Data Wizard > Plus Icon > Setting Name > Add > Select Report type > Add Fields > Fill in details > save.

B. How to download the salary register?

Step 1: Log into the cloud portal, go to the ‘Analytics’ and select the ‘Data Wizard’ submenu.

Step 2: From the ‘Select Settings’ field select the salary register you created. Select the required fields such as report type, employee status, from month - year and other fields as required and click on the ‘Download’ button.

The salary register with salary data will be downloaded.

Path: Cloud portal > Analytics > Data Wizard > Select Setting (salary register) > Report Type > Employee Status > From Month-Year > Download

Link: https://cloud.pockethrms.com/reports/Datawizard/Datawizard

For any queries, contact [email protected]

2. How to get arrears in the salary register or salary report?

Step 1: Log into the cloud portal, go to the ‘Analytics’ menu and click on the ‘Data Wizard’ submenu.

Step 2: From the respective field ‘Select Settings’ or add new if required and click on the ‘Add Fields’ button and a Data Wizard pop-up will open.

Step 3: Click on the ‘Earning Fields’ tab and select the checkboxes of the respective arrear field such as Arrear Basic & Arrear Bonus. Similarly, you can select other fields like Supplementary, Over Time and more, to be included in the salary report and click on the ‘Save’ button.

Step 4: Select the ‘Report Type’, ‘Employee Status’ and ‘From Month-Year’ values in the respective fields as required and click on the ‘Download’ button. The salary report will be downloaded accordingly.

Path: Cloud>Analytics>Data Wizard>Select Setting/create settings-Salary register> Add Fields >Earning Details> add the required fields>Save>select required details>Download

Link: https://cloud.pockethrms.com/reports/Datawizard/Datawizard

For any queries, contact [email protected]

3. How to add fields in the salary register?

Step 1: Log into the cloud portal, go to the ‘Analytics’ and select the ‘Data Wizard’ submenu.

Step 2: From the ‘Select Settings’ dropdown, select the salary register and click on the ‘Add Fields’ button.

Step 4: Select the ‘Report Type’, ‘Employee Status’, ‘From Month Year’ and click on the ‘Save’ button. The fields will be added to salary register accordingly.

Path: Cloud portal>Analytics>Data Wizard>Select Settings>Report Type>Add Fields> select fields>Save

Link: https://cloud.pockethrms.com/reports/Datawizard/Datawizard

For any queries, contact [email protected]

4. How to download report for salary breakup for all fixed components of gross salary components or CTC?

Step 1: Log into the cloud portal, go to the ‘Analytics’ and select the ‘Data Wizard’ submenu.

Step 2: ‘Select Setting’ and check various fields added in the report from the section below the ‘Add Fields’ button. If you want to add any other salary components in the report click on the ‘Add Fields’ button.

Step 3: Click on the ‘Earning Fields’ and ‘Deduction Fields’ tab to select respective components in the report and click on the ‘Save’ button.

Step 4: In the section under the ‘Add Fields’ button select the checkboxes for the freshly added components.

Step 5: Select the ‘From Month-Year’ and other details as required and click on the ‘Download’ button and the salary component report will be added accordingly.

Path: Cloud portal>Analytics>Data Wizard>Select Settings>Add Fields>Earning>Deduction>Save>select ‘From Month-Year’ and other fields as required >Save

Link: https://cloud.pockethrms.com/reports/Datawizard/Datawizard

For any queries, contact [email protected]

5. Why is a particular salary component is not visible in the salary register?

You need to follow following steps

a. Check if the component is added in the salary register

b. Add that component in the salary register

5.a How to check if a particular salary component is added in the salary register?

Step 1: Log into the cloud portal, go to the ‘Analytics’ and select the ‘Data Wizard’ submenu.

Step 2: ‘Select Setting’ and check various fields added in the report from the section below the ‘Add Fields’ button.

Path: Cloud portal>Analytics>Data Wizard>Select Settings>check the components added in the list below the ‘Add Fields’ button.

Link: https://cloud.pockethrms.com/reports/Datawizard/Datawizard

For any queries, contact [email protected]

For any queries, connect with our agent on chat.

5.b How to add new component in the salary register?

Step 1: Log into the cloud portal, go to the ‘Analytics’ and select the ‘Data Wizard’ submenu.

Step 2: If you want to add any other salary components in the report click on the ‘Add Fields’ button.

Step 3: Click on the various tabs such as category, master fields, earning fields, separation fields and deduction fields to select respective components and click on the ‘Save’ button.

Step 4: In the section under the ‘Add Fields’ button select the checkboxes for the freshly added components.

Step 5: Select the ‘From Month-Year’ and other details as required and click on the ‘Save’ and them ‘Download’ button and the salary components will be added accordingly.

Path: Cloud portal>Analytics>Data Wizard>Select Settings>Add Fields>Earning>Deduction>Save>select ‘From Month-Year’ and other fields as required >Save > Download

Link: https://cloud.pockethrms.com/reports/Datawizard/Datawizard

For any queries, contact [email protected]

For any queries, connect with our agent on chat.

6. How to view already processed payroll? How to view payroll processed in past?

Step 1: Log into the cloud portal, go to the ‘Analytics’ and select the ‘Data Wizard’ submenu.

Step 2: ‘Select Setting’ or create a new one for salary, select ‘Report Type’ and to add new fields click on the ‘Add Fields’ button and the ‘Data Wizard’ pop-up will open.

Step 3: Click on the various tabs such as Category, Master Fields, Earning Fields, Deduction Fields, User-defined Fields and Separation fields to select the respective fields to be included in the salary register and click on the ‘Save’ button.

Step 4: Select the ‘Report Type’, ‘Employee Status’, and ‘From Month Year’ from the respective fields. Click on the ‘Download’ button and salary register will be downloaded accordingly.

Path: Cloud Portal>Analytics>Data Wizard>Select Settings>Report Type>Add Fields>Select Category/Master/Earning/Deduction/User-Defined Fields>Save>Select Employee Status>From Month-Year>Save>Download

Link: https://cloud.pockethrms.com/reports/Datawizard/Datawizard

For any queries, contact [email protected]

7. How to add a custom formula or new formula in the data wizard?

Step 1: Log into the cloud portal, go to the ‘Analytics’ and select the ‘Data Wizard’ submenu.

Step 2: 'Select Settings' as ‘Salary Register’ from dropdown or create new settings as required. Click on the ‘Add Custom Formula’ button.

Step 3: Enter a ‘Display Name’ and add the custom new ‘Formula’ as required and click on the ‘Save’ button.

Step 4: Once you save the formula you will get back to the Data Wizard Report page. Click the ‘Save’ button to save the new formula in the salary register.

Path: Cloud Portal>Analytics>Data Wizard>Select Settings/add new setting>Add Custom Formula>enter formula & details as required-Save>click ‘Save’ on Data Wizard page

Link: https://cloud.pockethrms.com/reports/Datawizard/Datawizard

For any queries, contact [email protected]

8. How to download bank statement for a month or how to download bank sheet?

Step 1: Log into the cloud portal, go to the ‘Analytics’ menu and click on the ‘Data Wizard’ submenu.

Step 2: ‘Select Settings’ as ‘Bank Sheet’/’Bank File’ or add settings as required. Continue to select and add details as per your requirements and bank format and click on the ’Save’ button.

Step 3: ‘Select Settings’ that you added, select Month and Year as required and click on the ‘Download’ button. The bank details or bank sheet will be downloaded accordingly.

Path: Cloud Portal>Analytics>Data Wizard>Select Settings/Add Settings>add details as required>Download

For any queries, contact [email protected]

9. How to get salary report/payroll details for separated/left/ former employees?

Step 1: Log into the cloud portal, go to the ‘Analytics’ and select the ‘Data Wizard’ submenu.

Step 2: From the ‘Select Settings’ or add new. Select the ‘Employee Status’ as ‘Separated and other required details. Click on the ‘Download’ button and the salary register for left employees will be downloaded accordingly.

Path: Cloud portal>Analytics>Data Wizard>Select Setting>Employee Status-Separate >other required details>Download

Link: https://cloud.pockethrms.com/reports/Datawizard/Datawizard

For any queries, contact [email protected]

10. How to download confirmation list with for employees who are processed through the confirmation module?

How to download confirmation report with information such as date of joining, confirmation date, appraisal date, status, remarks, manager detail and more?

Step 1: Log into the cloud portal, go to the ‘Analytics’ and select the ‘Data Wizard’ submenu.

Step 2: ‘Select Setting’ or click on the ‘+’ icon to create new.

Step 3: Enter ‘Setting Name’ and click on the ‘Add’ button. Select the ‘Report Type’ and click on the ‘Add Fields’ button under the ‘Custom Fields section.

Step 3: Click on the ‘Confirmation’ export under the Custom Entities from the left side of the pop-op. Select required fields and click on the ‘Save’ button.

Step 4: Select other require details such as Report Type, Employee Status, From Month-Year. Click on the ‘Save’ button to save the settings and then click on the ‘Download’ button. The confirmation report will be downloaded accordingly.

Path: Cloud portal>Analytics>Data Wizard>Select Settings/+ Icon>Add Fields>select required components>Save>select other fields as required >Save > Download

Link: https://cloud.pockethrms.com/reports/Datawizard/Datawizard

For any queries, contact [email protected]

11. How to generate or download bank statement report?

How to download the salary register with bank details?

Step 1: Log into the cloud portal, go to the ‘Analytics’ and select the ‘Data Wizard’ submenu.

Step 2: ‘Select Setting’ or click on the ‘+’ icon to create new.

Step 3: Enter ‘Setting Name’ and click on the ‘Add’ button. Select the ‘Report Type’ and click on the ‘Add Fields’ button.

Step 3: Click on the various tabs such as Category, Earning Fields, Separation Fields and Deduction Fields to select respective components and click on the ‘Save’ button.

Step 4: Click on the various ‘Master fields’ tab and search ‘Bank’ using the search fields from the upper right corner of the screen. Select bank components and click on the ‘Save’ button.

Step 4: Select other require details such as Report Type, Employee Status, From Month-Year. Click on the ‘Save’ button to save the settings and then click on the ‘Download’ button. The bank statement or the salary register with bank statement will be downloaded accordingly.

Path: Cloud portal>Analytics>Data Wizard>Select Settings/+ Icon>Add Fields>Category, Earning, Deduction>Save>select other fields as required >Save > Download

Link: https://cloud.pockethrms.com/reports/Datawizard/Datawizard

For any queries, contact [email protected]

12. How to download pay sheet or payroll for a particular month?

Step 1: Log into the cloud portal, go to the ‘Analytics’ and select the ‘Data Wizard’ submenu.

Step 2: From the ‘Select Settings’ field create the salary register you created. Select the required fields such as report type, employee status, from month - year and other fields as required and click on the ‘Download’ button.

The salary register with salary data will be downloaded.

Path: Cloud portal > Analytics > Data Wizard > Select Setting > Report Type > Employee Status > From Month-Year > Download

Link: https://cloud.pockethrms.com/reports/Datawizard/Datawizard

For any queries, contact [email protected]

13. How to download salary structure of employees in bulk?

Step 1: Log into the cloud portal, go to the ‘Analytics’ menu and select the ‘Data Wizard’ submenu.

Step 2: ‘Select Setting’ or create a new one for salary. Select ‘Report Type’ and to add new fields click on the ‘Add Fields’ button.

Step 4: Select the ‘Report Type’, ‘Employee Status’, and ‘From Month Year’ in the respective fields. Click on the ‘Download’ button and salary details will be downloaded accordingly.

Link: https://cloud.pockethrms.com/reports/Datawizard/Datawizard

For any queries, contact [email protected]

14. How to download the salary report with employee’s department and designation?

Path: Cloud Portal>Analytics>Data Wizard> click ‘+’ icon>Setting Name>Add>Add Fields> Category>Master Fields-tick Department and Designation>Save>under the Selected Fields section - tick checkboxes for Designation & Department>Save>Select Setting (you just created)>select other details >Download

Step 1: Log into the cloud portal, go to the ‘Analytics’ menu and click on the ‘Data Wizard’ submenu.

Step 2: ‘Select Setting’ or click on the ‘+’ icon, enter ‘Setting Name’ and click on the ‘Add’ button. Then click on the ‘Add Fields’ button.

Step 4: Select Category and under the ‘Master Fields’ tab tick checkboxes for ‘Department’ and ‘Designation’ and click on the ‘Save’ button.

Step 5: Under the ‘Selected Fields’ section and tick checkboxes for Designation and Department and then click on the ‘Save’ button. The setting for the report will be saved accordingly.

Step 6: ‘Select Setting’ you just created and other details such as Report Type, Employee Type, From Month year from the respective fields as required and click on the ‘Download’ button. The report will be downloaded accordingly.

Link: https://cloud.pockethrms.com/reports/Datawizard/Datawizard

For any queries, contact [email protected]

15. How to download the resignation date and last working day of inactive or separated employees?

Path: Cloud Portal>Analytics>Data Wizard> click ‘+’ icon>Setting Name>Add>Add Fields> Category>Separation Fields-tick required>Save>under the Selected Fields section - tick checkboxes for added fields>Save>Select Setting (you just created)>Employee Status-Separated>select other details >Download

Step 1: Log into the cloud portal, go to the ‘Analytics’ menu and click on the ‘Data Wizard’ submenu.

Step 2: ‘Select Setting’ or click on the ‘+’ icon, enter ‘Setting Name’ and click on the ‘Add’ button. Select ‘Report Type’ and click on the ‘Add Fields’ button.

Step 4: Select required ‘Category’ and under the ‘Master Fields’ tab tick checkboxes for required options such as Separation Date, Resignation Date etc and click on the ‘Save’ button.

Step 5: Under the ‘Selected Fields’ section and tick checkboxes for the fields just added then click on the ‘Save’ button. The setting for the report will be saved accordingly.

Step 6: ‘Select Setting’ you just created and other details such as Report Type, Employee Status, From Month-Year from the respective fields as required and click on the ‘Download’ button. The report will be downloaded accordingly.

Link: https://cloud.pockethrms.com/reports/Datawizard/Datawizard

For any queries, contact [email protected]

16. How to segregate the payroll report department wise?

Path: Cloud portal>Analytics>Data Wizard>Select Settings/+ Icon>Add Fields>Select Category, Earning, Deduction, Department>Save>select other fields as required >Save > Download

Step 1: Log into the cloud portal, go to the ‘Analytics’ menu and click on the ‘Data Wizard’ submenu.

Step 2: In the Data Wizard pop-up click on the various tabs such as Category, Master Fields, Earning Fields, Deductions fields tab, tick checkboxes for required fields and click on the ‘Save’ button.

Step 3: Select other details such as, Report Type, Employee Status, From Month-year and click on the ‘Download’ button. The payroll report downloaded accordingly.

Link: https://cloud.pockethrms.com/reports/Datawizard/Datawizard

For any queries, contact [email protected]

17. How to download OT reports?

To download OT Report, navigate to path mentioned below: Path: Login to cloud > Analytics > Data Wizard > Click on the ‘Plus icon’ beside ‘Select Setting’ to add ‘Setting Name’ as ‘OT Report’> Select report type monthly > Add fields > Save the settings > select the month > download.

Step 1: Login to cloud portal, go to ‘Analytics’ menu, and select ‘Data-wizard’ submenu.

Step 2: Click on the ‘Plus icon’ beside ‘Select Setting’ to add ‘Setting Name’ as ‘OT Report’.

Step 3: Select ‘report Type’ to ‘Monthly’ by clicking on the radio button.

Step 4: ‘Add Fields’ as per your requirements, and click on ‘Save’.

Step 5: Go to ‘From Month-year’ section, select ‘Month’ and ‘Year’ as per your need, and click on ‘Download’.

Note: You can view the OT report on the side of the same page (Data wizard report page). Click on ‘Download Icon’ to download it in Excel format that will be visible in your system.

Link: https://cloud.pockethrms.com/reports/Datawizard/Datawizard

For any queries, contact [email protected]

18. How to get EPF deduction for single employee?

To download PF deduction for single employee you can download from below path:

Path: Login cloud > Analytics > Data Wizard > Select Particular Employee from Filter on the right-side corner > Apply > Add setting as EPF (by clicking on plus icon) >Select Master report > Select From month-year > Save the settings > Download the report by clicking on ‘Download Icon’.

Step 1: login to cloud portal, go to ‘Analytics’ menu, and select ‘Data wizard’ submenu.

Step 2: Select particular employee by clicking on the ‘Filter Icon’ on the right corner, ‘select employee’ by typing the employees name and click on ‘apply’.

Step 3: or Select setting as ‘EPF’ from the options already available in the ‘Dropdown’ or Add setting by selecting the ‘Plus icon’, naming it as ‘EPF’, and click on ‘Add’

Step 4: Select ‘Master Report’ by clicking on the radio button, and select ‘Date Range’.

Step 5: Select ‘Save’ and click on the ‘Download Icon’ of ‘DataWizard Report’ Section.

Link: https://cloud.pockethrms.com/reports/Datawizard/Datawizard#

For any queries, contact [email protected]

19. How to download salary register?

To download salary register you need to follow the steps as guided in the below document link: https://docs.pockethrms.com/faqs/cloud-portal/analytics/data-wizard#id-1.-how-to-download-payroll-data-or-salary-register

For any queries, contact [email protected]

20. How to take salary statement in salary register new name?

To download a salary data or payroll data you first need to create a salary register first and then proceed to download it. Step for the same are given below.

A. Create Salary Register

B. Download Salary Register

A. How to create a salary register?

Step 1: Log into the cloud portal, go to the ‘Analytics’ and select the ‘Data Wizard’ submenu.

Step 4: Select the ‘Report Type’, ‘Employee Status’, ‘From Month Year’ and click on the ‘Save’ button. The salary register will be created accordingly.

Path Link : https://cloud.pockethrms.com/reports/Datawizard/Datawizard

Path: Cloud Portal > Analytics > Data Wizard > Plus Icon > Setting Name > Add > Select Report type > Add Fields > Fill in details > save.

B. How to download the salary register?

Step 1: Log into the cloud portal, go to the ‘Analytics’ and select the ‘Data Wizard’ submenu.

The salary register with salary data will be downloaded.

Path: Cloud portal > Analytics > Data Wizard > ‘+ Icon’ > Settings Name > Add > Report Type > Add Fields > select fields > Save > Report Type > Employee Status > From Month-Year > Save

>> Select Setting > Report Type > Employee Status > From Month-Year > Download

Link: https://cloud.pockethrms.com/reports/Datawizard/Datawizard

For any queries, contact [email protected]

21. After SmHRt payroll Process unable to download the salary statement from date Wizard?

Path: Cloud portal > Analytics > Data Wizard > Select Setting (salary register) > Report Type > Employee Status > From Month-Year > Download

Step 1: Log into the cloud portal, go to the ‘Analytics’ and select the ‘Data Wizard’ submenu.

The salary register with salary data will be downloaded.

Link: https://cloud.pockethrms.com/reports/Datawizard/Datawizard

For any queries, contact [email protected]

22. How to download CTC details of all active employees?

Path: Cloud login > Go to Analytics > Data wizard > Add Setting as CTC Report > Select the report Type as required > Add fields as per CTC components as add the Category > In Earning fields enable CTC components > Save > enable if total required for CTC components > Click on Save for first time > set the ‘Setting Name’ and click on ‘Save’ > select the report settings and report type > select month > Download report

Step 1: Log in to the 'Cloud' portal and go to 'Analytics' menu and select 'Data wizard' sub-menu.

Step 2: 'Add Setting' as 'CTC Report', click on ‘Add fields’.

Step 3: A pop up will reflect, from there, add the 'Category'. In 'Earning fields', enable 'CTC components', click 'Save'.

Step 4: Click on 'Save as' (for first-time saving), set the ‘Setting Name’ and click on ‘Save’

Step 5: Select type', select the 'month', and click 'Download report'.

Link:https://cloud.pockethrms.com/reports/Datawizard/Datawizard

23. How to get Salary Report?

Path: Cloud Login > Analytics >Data wizard > From the ‘Select Settings’ drop down, > click on the ‘Salary Register’ > Enter month and year > click on the ‘Download’ button.

Step 1: Log in to the cloud portal and select the ‘Analytics’ menu and click on the ‘Data Wizard’ submenu.

Step 2: From the ‘Select Settings’ drop down, click on the ‘Salary Register’. Enter month and year and click on the ‘Download’ button.

For any queries, contact [email protected]

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